Integrations

Learn How to Analyze eWay-CRM Data in Power BI. In this video, we’ll show you one of the many ways to integrate Power BI with eWay-CRM, using a practical example. The main focus is on teaching you how to navigate the eWay-CRM database, connect tables correctly, and understand the principles needed to build your own reports.

In this step-by-step tutorial, you’ll learn how to build a detailed revenue report for a specific company in Power BI and pin it directly to eWay-CRM for quick access.

Do you use SharePoint for managing documents? With eWay-CRM, you can elevate your document management to the next level. In this video, we’ll demonstrate how the eWay-CRM and SharePoint integration works.

In this tutorial, we’ll show you how to connect eWay-CRM with Microsoft Power Automate to streamline your daily workflows – without writing a single line of code. Whether you’re looking to automate lead collection, meeting tracking, or email capture, this video gives you a practical starting point for building powerful integrations.

Do you want to easily generate a document directly from eWay-CRM, send it to your client for a signature and then save it back? Try to integrate eWay-CRM with Adobe Sign!